Libraries should maintain local lists of:

Evergreen has a number of templates that can be set up to save staff time and help keep data consistent:

Regularly running a report on your current collection enables you to see at a glance where data issues may lie. You can use the report template Title & Item Count by Shelving Location and Circulation Modifier to run a monthly report that shows a snapshot of your collection.

With this report you’re able to see at a glance if you have items without circulation modifiers and if you have items with circulation modifier/shelving location combinations that don’t make sense for your library. You can then run additional reports to discover what items need to be reviewed and possibly updated. Report templates found in the Item List by Item Attributes folder are especially helpful. This folder is found under Shared Folders → Templates → Sitka_templates → Collection.

You can use the output from these reports to easily batch edit items through Item Status. Instructions on loading report files through Item Status can be found in the section called Upload from File (Choose file) in Sitka’s Evergreen Documentation.

Co-op Support strongly recommends setting up and using holdings templates when cataloguing items. If you have multiple cataloguers we recommend setting up templates on one cataloguers account and then sharing them with any other cataloguers. Holdings templates are commonly used to automatically apply values for shelving locations, circulation modifier, age hold protection, loan duration, and statistical categories.

Co-op Support also recommends library staff set their Holdings Editor Preferences. This allows staff to hide item attributes not used by their library. Staff are less likely to enter values in a field not used if it’s not visible in the Holdings Editor.

The following best practices will help with consistent data collection for patron accounts:

At least once a year library staff should check the logo and colours used on their public catalogue to make sure they are current and match what is used on your website. If your library has additional links beside your logo they should be checked as well to ensure they are still current.

In Sitka’s Evergreen Documentation, the section called Public Catalogue Customizations outlines what can be customizes in your public catalogue.

Please contact Co-op Support if your public catalogue needs to be updated.

In Sitka’s Evergreen Documentation, the section called Maintaining Reporter Data outlines best practices for handling reporter data.

Local system administrators should: